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Evidence in support of the merger proposal

SFC needs to understand the evidence in support of the merger proposal. The following should be included.


Academic benefits

  • The quality, relevance, efficiency of provision in teaching, research and knowledge transfer, where applicable, will be safeguarded / enhanced.
  • The quality of the student experience will be at least maintained or enhanced.
  • The range / breadth of provision and qualifications will be appropriate to meet the needs of learners, stakeholders and the economy.
  • The specialist facilities and profile will be safeguarded / enhanced.

Implications for tertiary education in Scotland

  • The fit to local / regional / national and international needs.
  • Other benefits such as improved student access.
  • Location of proposed campus(es) / sites appropriate to meet needs.
  • Accountability to stakeholders (local / national) provided for.
  • Impact on other institutions, community learning and development, other providers and local authorities (local / national).

Financial benefits

  • A detailed financial plan assessing the financial implications of merger (i.e. one-off costs required to facilitate merger, future recurrent costs/income of the merged institution, resources released, opportunities to grow the business and any savings expected).
  • Improved value-for-money.
  • Efficiencies.
  • Impact on financial health of partners.
  • Space utilisation / quality of premises no less adequate or enhanced.
  • Changes in expenditure distribution (research, teaching, support, premises, management) expected.
  • Impact on institutions of not proceeding.

Issues arising from consultation

  • Students
  • Trades unions
  • Staff (including terms and conditions)
  • Local communities
  • Other stakeholders and providers (schools, institutions, community learning and development etc)


This section should address the merged institution's broad intentions for:

  • The learning and teaching, and research and knowledge transfer strategy.
  • Staffing issues: including restructuring plans, harmonisation of terms and conditions.
  • Student issues: integratIon of student representation, projected student numbers.
  • Estates issues: including an options appraisal discussing all reasonable options for future use of the existing estates.
  • Intentions for systems integration, including ICT.

Governance and management

This section should include:

  • The proposed title of merged institution, where agreed.
  • The intended management arrangements for the merger and beyond.
  • The intended communications arrangements, both internal and external up to and following merger.
  • A proposed implementation timetable.
  • A risk assessment to cover all aspects of the merger, including a contingency plan.
  • The key measures of success through which the new institution can judge whether the merger has been successful.
  • The funding required to enable and implement the merger, including a proposal for strategic funding from the Council where necessary.


This guidance was developed in 2012 and will be reviewed.

Your feedback is important so let us know where you have used it or how it can be improved by contacting Linda McLeod, email: